Hi there. Thank you for your interest in speaking with me about your financial situation.
In order to provide the most personalized service experience and expertise to each of my clients, I do limit the number of clients I take on each year.
My solutions are best suited to those professionals who have six figure incomes, higher taxes, complex compensation and/or benefit plans, and minimum investable assets of $500k.
Once you have scheduled below you will receive a short confidential questionnaire to complete that will allow me to learn a bit more about you and your goals prior to our call together. If we are not a good fit, I will do my best to refer you to someone who would be!